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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,614 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2024 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 807 increasing their positions, 489 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+72
Holders Change %
+4.67%
% of All Funds
23.34%
Holding in Top 10
238
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+6.25%
% of All Funds
3.44%
New
158
Increased
807
Reduced
489
Closed
59
Calls
$160M
Puts
$94M
Net Calls
+$65.9M
Net Calls Change
+$4M

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
+$137M
2
Two Sigma Investments
Two Sigma Investments
New York
+$79.3M
3
AIA
Allied Investment Advisors
Montana
+$40.1M
4
LPL Financial
LPL Financial
California
+$29.7M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$27.3M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$2.47B
2
Charles Schwab
Charles Schwab
California
-$791M
3
SFC
Strategic Financial Concepts
Texas
-$260M
4
APP
Avantax Planning Partners
Iowa
-$39.5M
5
Ameriprise
Ameriprise
Minnesota
-$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPAM
576
Cary Street Partners Asset Management
Virginia
$3.48M +$315K +11,178 +10%
CFSG
577
Community Financial Services Group
Vermont
$3.47M -$92.1K -3,267 -3%
IC
578
Inscription Capital
Texas
$3.46M +$216K +7,665 +7%
TCA
579
Transcend Capital Advisors
New Jersey
$3.45M +$3.45M +122,403 New
P
580
Pitcairn
Pennsylvania
$3.45M – – –
CIAS
581
Capital Investment Advisory Services
North Carolina
$3.44M -$66.5K -2,361 -2%
RJT
582
Raymond James Trust
Florida
$3.44M +$510K +18,114 +17%
WWA
583
WCG Wealth Advisors
Nevada
$3.43M +$1.79M +63,666 +110%
JIC
584
Johnson Investment Counsel
Ohio
$3.43M +$176K +6,258 +5%
NF
585
Nikulski Financial
Iowa
$3.41M -$94.5K -3,354 -3%
IAS
586
Insigneo Advisory Services
Florida
$3.4M +$309K +10,959 +10%
FD
587
Financial Designs
California
$3.38M -$102K -3,603 -3%
CL
588
COWA LLC
Oklahoma
$3.37M +$41.3K +1,467 +1%
S
589
Sachetta
Massachusetts
$3.37M +$122K +4,317 +4%
SWM
590
SeaCrest Wealth Management
New York
$3.35M +$15K +534 +0.5%
EIG
591
Ellenbecker Investment Group
Wisconsin
$3.35M +$459K +16,299 +16%
CFGA
592
Cambridge Financial Group (Arizona)
Arizona
$3.33M +$22.6K +801 +0.7%
CNB
593
Camden National Bank
Maine
$3.32M +$476K +16,911 +17%
SAF
594
Smith Anglin Financial
Texas
$3.31M -$317K -11,259 -9%
GIA
595
Gladstone Institutional Advisory
Florida
$3.3M +$761K +26,994 +30%
PNC Financial Services Group
596
PNC Financial Services Group
Pennsylvania
$3.29M -$237K -8,400 -7%
CIA
597
Capital Investment Advisors
Georgia
$3.26M +$438K +15,531 +15%
AIM
598
Anchor Investment Management
South Carolina
$3.26M +$36.2K +1,284 +1%
HA
599
Hamel Associates
New Jersey
$3.23M -$189K -6,702 -6%
WKWM
600
Walter & Keenan Wealth Management
Indiana
$3.23M -$443K -15,705 -12%
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